Sunday, February 8, 2009

R12 Multi-Org Access Control - Setups

Multi-Org Access Control Setup:

•Responsibility: Human Resources
•Navigation: Security > Profile
In Release 12, when you define your security profile in HR using the Security profile form or the Global Security profile form, you must:
•Assign all of the operating units that you want a responsibility to access. Run a concurrent request called “Run Security List Maintenance” from HR which makes those security profile available and allows you to assign them to a responsibility via a profile option called MO: Security Profile.


Multi-Org Access Control – Setup – Create Operating Unit:
•Responsibility: General LedgerNavigation: Accounting Setup Manager > Financials : Accounting Setup : Accounting Setup Manager

•Responsibility: Human Resources:Navigation: Work Structures : Organization > Description
In Release 12, you can define your operating units in two places. You can continue to define them in the Oracle HRMS Organization Form or you can define them in the new Accounting Setup Manager feature in General Ledger.

The Accounting Setup Manager streamlines the setup and implementation of Oracle Financial Applications. It centralizes the setup and maintenance of common financial components, such as legal entities, operating units, and ledgers. So when you create an accounting setup, assign a legal entity and create the ledgers that will perform the accounting for that legal entity, you can also define and assign the relevant operating units. By leveraging Accounting Setup Manager to define your OUs, you can streamline your setup.

In R12, is instead of attaching an OU to a LE, you assign it to a default legal context. All Release 11i HR Organizations classified as “Operating Units” will be preserved in Release 12. If operating units are assigned to a set of books, then they will be associated to a primary ledger in an accounting setup. You will be able view all operating units assigned to an upgraded primary ledger using Accounting Setup Manager.


Multi-Org Access Control – setup Define Security Profile:
•Responsibility: Human Resources
•Navigation: Security : Profile or
•Navigation: Security : Global
Using Oracle HRMS, you can define your security profile using two forms:
•The Security Profile form, which allows you to select operating units from only one Business Group
•The Global Security Profile form, which allows you to select operating units from multiple Business Groups

Enter a name, and select the Security Type called “Secure organizations by organization hierarchy and/or organization list”. This allows you to assign multiple OUs.

When assigning operating units, first select classification Operating Unit, and then select the organization or Operating Unit name. You can assign multiple operating units.

Multi-Org Access Control – Setup – Run System List Maintenance:

•Once the security profile has been created, run the Security List Maintenance program.
–This ensures that all of the security profiles that you created are available for assignment to your responsibilities.


Multi-Org Access Control – Setup – System Profile Options:

•The MO Security Profile controls the list of operating units that a responsibility or user can access. If you set the security profile at the responsibility level, then all users using that responsibility will have access to only the operating units available in the security profile. If you set the security profile at the user level, then the user will have access to only those operating units, irrespective of application responsibility that they log into.

•The MO: Default Operating Unit is optional and allows you to specify a default operating unit that defaults when you open different subledger application pages. Because you can access multiple operating units, you may want to set up a default one instead of forcing users to constantly have to choose one. User Preferences allows you to specify a default operating unit at the user level. Use the MO: Default Operating Unit profile option to set the operating unit context or default operating unit when accessing an applications.

•The last profile option is for backwards compatibility and to support products that do not use Multiple Organizations. The release 11i setting was for this is preserved during upgrade. The Release 11i MO: Operating Unit profile option is supported in Release 12 as not all customers of Oracle products require multiple organizations.

Implementation Considerations:

•Oracle HRMS
–Define operating units
–Set up Multi-Org Security Profiles
•Accounting Setup Manager
–Define operating units
–View all operating units assigned to the primary ledger
•Oracle E-Business Suite Products that Use Operating Units
–Process data across multiple operating unitsusing Multi-Org Access Control

2 comments:

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This post describes R12 Multi-Org access control setup. The setup details are given in the easiest possible way to make you understand them well. This post also includes steps of implementation. I am going to try these steps.

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